MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.5M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11M
5
ITW icon
Illinois Tool Works
ITW
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
+500
327
$6K ﹤0.01%
+366
328
$5K ﹤0.01%
+244
329
$5K ﹤0.01%
+1,200
330
$5K ﹤0.01%
+177
331
$5K ﹤0.01%
+146
332
$5K ﹤0.01%
+3
333
$4K ﹤0.01%
+23
334
$4K ﹤0.01%
+43
335
$4K ﹤0.01%
+175
336
$4K ﹤0.01%
+100
337
$4K ﹤0.01%
+296
338
$4K ﹤0.01%
+760
339
$4K ﹤0.01%
+245
340
$3K ﹤0.01%
+125
341
$3K ﹤0.01%
+53
342
$3K ﹤0.01%
+47
343
$3K ﹤0.01%
+200
344
$3K ﹤0.01%
+44
345
$3K ﹤0.01%
+48
346
$3K ﹤0.01%
+100
347
$3K ﹤0.01%
+295
348
$3K ﹤0.01%
+377
349
$3K ﹤0.01%
+146
350
$3K ﹤0.01%
+31
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